Associate Financial Planner
Role at The Consulate:
My role at The Consulate involves working closely with Drew on matters pertaining to existing and potential clients. I participate in Financial Physical® meetings frequently and work heavily with Client Services to onboard clients. Additionally, as a member of the investment team, I research different funds and assess the firm’s portfolios.
I am a graduate of Towson University, where I earned my bachelor’s degree in Business Administration with a concentration in Finance. Currently, I am pursuing my Certified Financial Planner™ designation.
Best Part of My Workday:
The best part of my workday occurs when I meet with clients and potential clients. I enjoy hearing life updates from clients I know well as much as I like getting to know new people. One of my favorite parts of the meetings I have is when we discuss the intersection of finances and personal life, which are often very much intertwined.
Outside the Office:
Outside of my job at The Consulate, I enjoy running and can often be found doing so at one of my favorite local spots: the NCR trail. I have run a couple half marathons and am hoping to one day train for and run a full marathon.